Demand for its application-specific integrated circuits looks poised to soar.

Broadcom could steal some of Nvidia's market share with its custom AI chips ...

A small Korean fabless startup, Hyper Accel, says its first AI chip — designed for language-model inference in data centers — ...

AWS partnered with Cerebras. Microsoft licensed Fireworks. Google built Ironwood. One week of announcements reveals who ...

Nvidia CEO Jensen Huang expects orders for Blackwell and Vera Rubin chips to reach $1 trillion by 2027, and also unveiled a ...

Nvidia remains the king of AI infrastructure and is the cheaper stock. Broadcom has a big opportunity with AI ASICs and ...

Nvidia stock has been weighed down by factors outside its control in recent months, which is why investors could look at ...

Welcome to the stage, NVIDIA Founder and CEO, Jensen Huang. Welcome to GTC. I just want to remind you, this is a tech conference. All these people are lining up so early in the morning, all of you in ...

These AI stocks have staying power.

Broadcom enters a pivotal week where its strategic narrative will be measured against hard financial results. As the semiconductor giant showcases new cloud infrastructure solutions at Barcelona's ...